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CLAIM #47450 · ORCL (ORCL) · 2025Q4 earnings call · Jun 11, 2025 · due May 31, 2026

This is why our database business is going to grow dramatically.

Lawrence Ellison · Chairman and CTO

PENDING
graded after results covering May 31, 2026 are reported

In context

ir own data. That is essential. Oracle applications make all of the data inside the Oracle applications available to AI models like Grok or ChatGPT or all by the way, all the rest of them from Google, from whomever, from Meta, you know, Lama, all of us, We have all of those all of those LLMs are in our cloud. Or in the Oracle Cloud. So this is our value proposition. Our database takes all of your data. Our applications take all of your application data. And make that data available to the, you know, the most popular AI models, like, if you like ChatGPT, you use ChatGPT. If you like Grok, you use Grok. You use that in the Oracle Cloud. We are the key enabler for enterprises to use their own data and models. No one else is doing that. That makes sense. It's a huge this is not a small point. This is why our database business is going to grow dramatically. About it, you have to put all of your data into a database. So that database must be highly secure. It must be scalable. It must be economical. It must be reliable seven days a week, twenty-four hours a day. It has to be fault-tolerant. It can never break. That's how Oracle got popular in the first place. But then it has to hold the data in a way that's by the AI models. In other words, the data has to be vectorized. And searchable, by the AI models. And you use that data to train up those models on your data. Who else is doing that? Let me answer the question. Nobody. Next question please. Operator: Thank you. The next question comes from John DiFucci with Guggenheim. Your line is open. John DiFucci: Thank you. Hi, Larry and Safra. Safra, your quote in that press release that you repeate

Verify independently

SEC filings for ORCL · Claim quote is verbatim from the 2025Q4 earnings call.